Central Scotland Purely Paraplanning Conference Q2 2017

Since we introduce our exclusive events for paraplanners we have received excellent feedback from delegates. Programme content is developed by paraplanners for paraplanners and offers a balance of CPD, soft skills development, peer networking and good practice sharing.

Delegate feedback from previous Purely Paraplanning events included:

"Excellent event, speakers were very well chosen and the topics covered were both relevant and thought provoking."

"Absolutely perfect, very current issues. Picked up some real gems!"

 

The programme for these 2017 events will include the following highlights:

  • The evolution of the Paraplanning role
  • Choosing the most appropriate tax wrappers
  • Defined benefit pension transfers
  • Technical protection underwriting for Paraplanners
  • Case study - Understanding risk in drawdown books
  • Strategies to handle challenging & stressful work situations

Follow the link to register now and secure your free place.

You are welcome to invite a non-PFS member to register for this event (as long as they are a professional Paraplanner) to help them experience this aspect of membership for themselves.

Programme  

CPD

CPD CII Scheme
 
PFS Accredited 3h 55min

This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.



Speakers  

Damian Davies

The Timebank

Damian Davies

The Timebank

Damian Davies

The Timebank

Damian Davies

The Timebank

George Pullar

G Pullar Consultants Ltd

George Pullar

G Pullar Consultants Ltd

Claire Trott

Technical Connection

Claire Trott

Technical Connection

Nicolette Bray

Zurich Financial Services

Nicolette Bray

Zurich Financial Services

Damian Davies

The Timebank

Damian Davies

The Timebank

Retirement Advantage

Retirement Advantage

Paul Archer

Archer Training Ltd

Paul Archer

Archer Training Ltd

Venue  

Crowne Plaza Glasgow

Congress Rd
Glasgow
Central Scotland
G3 8QT


Partners in professionalism

FAQs

Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.

Yes. If the Conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.

The dress code is business attire.

You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.

It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society Conference office at regionals@pfsevents.org and we can check your records.

At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.

Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office to validate your attendance.

You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email with the link once we have recorded your attendance online. Although we do our best to do this as soon as possible after a conference, in some circumstances this may take a few days. If you are not able to download your CPD Certificate after 7 working days please email regionals@pfsevents.org to clarify this.

Please click here to view the schedule of forthcoming Conferences and regional events and what CPD sessions will be covered.

For general information and links about the CPD process, please click here.

To log-in and view your CPD records, please click here.

If you have any further queries about CPD, please contact the Personal Finance Society /CII on 020 8989 8464.

We will do our best to accommodate all special and/or dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).

Please email the Conference Office at regionals@pfsevents.org after the Conference and we will send you all the post event literature.